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iShares Expanded Tech Sector ETF
IGM

Overview Fund Activity

242 hedge funds and large institutions have $1.39B invested in iShares Expanded Tech Sector ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 47 increasing their positions, 79 reducing their positions, and 8 closing their positions.

Holders
242
Holders Change
+29
Holders Change %
+13.62%
% of All Funds
4.29%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.3%
New
42
Increased
47
Reduced
79
Closed
8
Calls
$29.7M
Puts
$420K
Net Calls
+$29.3M
Net Calls Change
+$5.18M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$22.7M
2
BJ
2
Brouwer & Janachowski
California
$55.4M
3
AWM
3
Apollon Wealth Management
South Carolina
$11.6M
4
CTI
4
Community Trust & Investment
Kentucky
$6.88M
5
MWM
5
Meridian Wealth Management
Kentucky
$5.98M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$13.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.91M
3
CS
3
Credit Suisse
Switzerland
$0
4
UBS Group
4
UBS Group
Switzerland
$34.2M
5
Bank of America
5
Bank of America
North Carolina
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
201
Valeo Financial Advisors
Indiana
$74K – – –
BWP
202
Baldwin Wealth Partners
Massachusetts
$74K – – –
MCC
203
Money Concepts Capital
Florida
$63K +$63K +1,086 New
MA
204
MUFG Americas
New York
$61K – – –
AFG
205
Albion Financial Group
Utah
$61K +$61K +1,050 New
Simplex Trading
206
Simplex Trading
Illinois
$60K +$60K +1,044 New
IBOK
207
Independence Bank of Kentucky
Kentucky
$56K – – –
AA
208
Ancora Advisors
Ohio
$52K – – –
PB
209
Pinnacle Bancorp
Nebraska
$46K – – –
HNB
210
Huntington National Bank
Ohio
$38K – – –
FFG
211
Fortem Financial Group
California
$35K +$35K +600 New
FCH
212
Freestone Capital Holdings
Washington
$35K – – –
PWA
213
Phoenix Wealth Advisors
North Carolina
$31K +$31K +540 New
BFEC
214
Benjamin F. Edwards & Company
Missouri
$30K – – –
William Blair & Company
215
William Blair & Company
Illinois
$29K – – –
BBHC
216
Brown Brothers Harriman & Co
New York
$27K – – –
MAM
217
McCarthy Asset Management
California
$27K +$27K +462 New
BCWM
218
Bartlett & Co Wealth Management
Ohio
$26.2K – – –
BC
219
Bartlett & Co
Ohio
$26K – – –
AWM
220
Atticus Wealth Management
Florida
$26K – – –
CAL
221
Capital Analysts LLC
Pennsylvania
$25K – – –
RIM
222
Rockbridge Investment Management
New York
$21K – – –
ICP
223
Interchange Capital Partners
Pennsylvania
$20K +$20K +354 New
HS
224
Horan Securities
United States
$19K – – –
NFG
225
Next Financial Group
Texas
$18K +$1.41K +24 +9%
7 8
9
10 11